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Savant Capital’s Jefferies Financial Group JEF Stock Holding History

Savant Capital’s Portfolio JEF Stock Details JEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$295K Buy
+5,836
New +$301K ﹤0.01% 1514
2018
Q1 		– Sell
-8,613
Closed -$204K – 293
2017
Q4 		$204K Buy
+8,613
New +$199K 0.04% 275
2017
Q3 		– Sell
-8,619
Closed -$202K – 274
2017
Q2 		$202K Buy
+8,619
New +$196K 0.05% 257

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Savant Capital's JEF Position: Q2 2026 in Review

Savant Capital opened a new position in Jefferies Financial Group (JEF) in Q2 2026: 5,836 shares worth $295K. The stake represents ﹤0.01% of the portfolio and ranks #1514 among its holdings. This is a return to the name: Savant Capital previously reported a position in JEF as recently as Q4 2017.

Savant Capital first reported a position in JEF in Q2 2017 and has held it in 3 quarters since. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Savant Capital held 5,836 shares of Jefferies Financial Group worth $295K as of Q2 2026.
  • Jefferies Financial Group was a new Savant Capital position in Q2 2026.
  • Jefferies Financial Group made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1514 holding.
  • Savant Capital first reported a position in Jefferies Financial Group in Q2 2017 and has held it in 3 quarters since.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.